Budget Calculator

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(Write “0” if the field is not applicable)

Monthly Savings

Emergency Fund Retirement Long-term Goals (i.e. investment, house, education, etc) Misc Savings (Secret piggy bank, dream vacation, etc)

Monthly Expenses

Food (from groceries to dining out, and everything in between) Housing (including rent or mortgage, utilities, etc) Transportation (such as cars, public transit, etc) Personal Care (including healthcare, haircuts, etc) Insurance (including health, auto, life, etc) Debt Repayment (including student loans, credit card debt, etc) Clothes (including clothing, shoes, accessories, etc) Entertainment (including subscriptions, movies, books, etc) Kids Other

Annual Expenses

Vacation Home Repairs Gifts Tuition Annual Insurances Taxes Annual Subscriptions Other

Income (monthly)

Salary Investment (including dividends, profit, etc) Business Freelancing Income from renting Other

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